MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$770M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.45M
3
+$2.03M
4
TSLA icon
Tesla
TSLA
+$1.26M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$835K

Top Sells

1
+$6.21M
2
+$3.18M
3
+$1.87M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$684K
5
JLL icon
Jones Lang LaSalle
JLL
+$478K

Sector Composition

1 Industrials 33.29%
2 Technology 6.58%
3 Healthcare 4.47%
4 Financials 2.93%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$702K 0.09%
4,294
-400
127
$678K 0.09%
9,035
-4,209
128
$656K 0.08%
46,047
129
$639K 0.08%
5,043
130
$606K 0.08%
4,444
131
$595K 0.08%
11,252
132
$592K 0.08%
15,901
+3,415
133
$591K 0.08%
2,890
+150
134
$588K 0.08%
10,243
-995
135
$582K 0.07%
6,938
+275
136
$578K 0.07%
5,210
137
$575K 0.07%
9,606
138
$571K 0.07%
13,515
139
$558K 0.07%
42,429
140
$547K 0.07%
6,300
141
$541K 0.07%
206,547
142
$538K 0.07%
1,666
143
$535K 0.07%
12,115
144
$518K 0.07%
49,599
145
$515K 0.07%
19,557
146
$488K 0.06%
6,211
147
$487K 0.06%
6,282
148
$484K 0.06%
2,069
-70
149
$483K 0.06%
1,799
-165
150
$482K 0.06%
12,124
4 5
6
7 8